LCIINYSEMotor Vehicle Parts & AccessoriesFiscal year ends December 31
LCI INDUSTRIES
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$81.92−1.97 (-2.35%)
Close on Oct 19, 2026
- Market cap
- $2.00B
- P/E (TTM)
- 9.5
- Dividend yield
- 5.62%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
26M of 24M shares
Institutional holders
357
66 new, 54 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
0 buys · 6 sales
Net sold $13.14M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,741,985 | 14.80% | 13G (passive) amendment | Mar 31, 2025 |
| Abigail P. Johnson | 2,295,408 | 9.40% | 13G (passive) amendment | Mar 31, 2026 |
| Kayne Anderson Rudnick Investment Management, LLC | 1,741,252 | 6.00% | 13G (passive) amendment | Jun 30, 2026 |
| Dimensional Fund Advisors LP | 1,551,959 | 6.40% | 13G (passive) amendment | Sep 30, 2026 |
| FMR LLC | 1,530,937 | 6.20% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Portfolio Management | 1,491,080 | 6.14% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,228,705 | 5.05% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of LCII | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,700,879 | 15.22% | $391.85M | +155,224 | 0.01% |
| Kayne Anderson Rudnick Investment Management LLC | 1,741,056 | 7.16% | $184.34M | −178,217 | 0.57% |
| Dimensional Fund Advisors LP | 1,499,046 | 6.17% | $158.71M | +86,944 | 0.03% |
| Vanguard Portfolio Management LLC | 1,489,246 | 6.13% | $157.68M | +10,123 | 0.01% |
| FMR LLC | 1,194,677 | 4.91% | $126.49M | −840,034 | 0.01% |
| Vanguard Capital Management LLC | 1,052,699 | 4.33% | $111.46M | +7,277 | 0.00% |
| State Street Corp | 949,136 | 3.90% | $100.49M | +27,475 | 0.00% |
| Geode Capital Management, LLC | 689,629 | 2.84% | $73.03M | +105,722 | 0.00% |
| Royce & Associates LP | 648,826 | 2.67% | $68.70M | +39,057 | 0.55% |
| American Century Companies Inc | 623,929 | 2.57% | $66.06M | −269,400 | 0.03% |
| Wells Fargo & Company/Mn | 603,756 | 2.48% | $63.93M | −2,996 | 0.01% |
| Morgan Stanley | 545,300 | 2.24% | $57.74M | +21,097 | 0.00% |
| Bank Of Montreal /Can/ | 466,774 | 1.92% | $49.42M | +4,418 | 0.02% |
| Bank of New York Mellon Corp | 426,900 | 1.76% | $45.20M | +12,262 | 0.01% |
| Charles Schwab Investment Management Inc | 412,710 | 1.70% | $43.70M | −37,791 | 0.01% |
| Principal Financial Group Inc | 405,876 | 1.67% | $42.97M | −250,041 | 0.02% |
| Bank Of America Corp /De/ | 381,640 | 1.57% | $40.41M | +18,369 | 0.00% |
| Goldman Sachs Group Inc | 343,801 | 1.41% | $36.40M | +153,103 | 0.00% |
| Frontier Capital Management Co LLC | 341,852 | 1.41% | $36.20M | −87,239 | 0.34% |
| Invesco Ltd. | 326,660 | 1.34% | $34.59M | +60,338 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 357 | 26M | 100.0% | 66 / 111 | 125 / 54 | 3M | 3M |
| Q1 2026 | 351 | 27M | 100.0% | 64 / 119 | 109 / 43 | 5M | 2M |
| Q4 2025 | 334 | 26M | 100.0% | 64 / 92 | 130 / 43 | 2M | 3M |
| Q3 2025 | 321 | 26M | 100.0% | 35 / 96 | 131 / 34 | 2M | 2M |
| Q2 2025 | 324 | 27M | 100.0% | 56 / 115 | 114 / 50 | 3M | 3M |
| Q1 2025 | 322 | 27M | 100.0% | 72 / 108 | 105 / 37 | 3M | 3M |
| Q4 2024 | 293 | 27M | 100.0% | 39 / 96 | 109 / 42 | 2M | 2M |
| Q3 2024 | 302 | 28M | 100.0% | 46 / 114 | 96 / 33 | 5M | 2M |
| Q2 2024 | 292 | 28M | 100.0% | 49 / 94 | 107 / 42 | 1M | 1M |
| Q1 2024 | 288 | 29M | 100.0% | 49 / 103 | 89 / 37 | 2M | 2M |
| Q4 2023 | 278 | 29M | 100.0% | 43 / 69 | 126 / 30 | 4M | 2M |
| Q3 2023 | 268 | 27M | 100.0% | 21 / 92 | 104 / 22 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of LCII | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,463,354 | 6.02% | $154.94M | 0.14% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 732,266 | 3.01% | $77.53M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 640,867 | 2.64% | $69.87M | 0.26% | May 31, 2026 |
| iShares Russell 2000 ETF | 618,702 | 2.54% | $65.51M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 528,613 | 2.17% | $55.97M | 0.03% | Jun 30, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 494,932 | 2.04% | $53.96M | 0.02% | May 31, 2026 |
| Fidelity Low-Priced Stock Fund | 452,537 | 1.86% | $46.32M | 0.19% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 335,169 | 1.38% | $35.49M | 0.05% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 318,291 | 1.31% | $32.58M | 0.17% | Jul 31, 2026 |
| Virtus KAR Small-Cap Core Fund | 285,520 | 1.17% | $30.23M | 1.65% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 278,309 | 1.14% | $29.47M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 264,094 | 1.09% | $27.03M | 0.08% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 223,370 | 0.92% | $23.65M | 0.14% | Jun 30, 2026 |
| Royce Premier Fund | 217,000 | 0.89% | $22.98M | 2.00% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 209,083 | 0.86% | $22.14M | 0.28% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jason Lippert | President , CEO, Director | 348,163 | 1.43% | Jun 5, 2026 |
| John A. Sirpilla | Interim CEO, Director | 10,294 | 0.04% | Jun 5, 2026 |
| Lillian Etzkorn | EVP, CFO | 5,621 | 0.02% | Apr 20, 2026 |
| Petar Andrich | Chief Human Resources Officer | – | – | Mar 31, 2026 |
| Jamie Schnur | Group President - Aftermarket | 27,130 | 0.11% | Mar 3, 2026 |
| Ryan Richard Smith | Group President - N.A. | 16,620 | 0.07% | Mar 3, 2026 |
| Kip A. Emenhiser | VP of Finance | 5,996 | 0.02% | Mar 3, 2026 |
| Andrew J. Namenye | EVP, CLO, CHRO, & Corp Sec | 31,286 | 0.13% | Aug 4, 2025 |
| Robert Paul Hureau | Director | – | – | Jul 20, 2026 |
| Tracy D. Graham | Director | 17,427 | 0.07% | Jun 5, 2026 |
| James Gero | Director | 333,123 | 1.37% | May 14, 2026 |
| Virginia Henkels | Director | 16,086 | 0.07% | May 13, 2026 |
| Brendan Deely | Director | 16,160 | 0.07% | May 13, 2026 |
| Kieran M. O'Sullivan | Director | 24,722 | 0.10% | May 13, 2026 |
| Stephanie K. Mains | Director | 7,254 | 0.03% | May 13, 2026 |
| Linda Kristine Myers | Director | 5,267 | 0.02% | May 13, 2026 |
| David A. Reed | Director | 20,370 | 0.08% | May 19, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| James Gero Director | May 12, 2026 | Option exercise | +11,876 | $112.42 | $1.34M | 333,123 |
| James Gero Director | May 12, 2026 | Option exercise | +1,761 | $112.42 | $197.97K | 321,247 |
| Linda Kristine Myers Director | May 12, 2026 | Option exercise | +1,761 | $112.42 | $197.97K | 5,267 |
| Tracy D. Graham Director | May 12, 2026 | Option exercise | +1,761 | $112.42 | $197.97K | 17,427 |
| John A. Sirpilla Director | May 12, 2026 | Option exercise | +1,761 | $112.42 | $197.97K | 10,294 |
| Brendan Deely Director | May 12, 2026 | Option exercise | +1,761 | $112.42 | $197.97K | 16,160 |
| Kieran M. O'Sullivan Director | May 12, 2026 | Option exercise | +1,761 | $112.42 | $197.97K | 24,722 |
| Stephanie K. Mains Director | May 12, 2026 | Option exercise | +1,761 | $112.42 | $197.97K | 7,254 |
| Virginia Henkels Director | May 12, 2026 | Option exercise | +1,761 | $112.42 | $197.97K | 16,086 |
| Lillian Etzkorn EVP, CFO | Apr 17, 2026 | Option exercise | +1,131 | $123.43 | $139.60K | 5,621 |
| Lillian Etzkorn EVP, CFO | Apr 17, 2026 | Tax withholding | −499 | – | – | 5,122 |
| Jamie Schnur Group President - Aftermarket | Mar 1, 2026 | Option exercise | +2,780 | $133.20 | $370.30K | 27,130 |
| Jamie Schnur Group President - Aftermarket | Mar 1, 2026 | Tax withholding | −3,364 | – | – | 23,766 |
| Jamie Schnur Group President - Aftermarket | Mar 1, 2026 | Option exercise | +2,544 | $133.20 | $338.86K | 24,350 |
| Jamie Schnur Group President - Aftermarket | Mar 1, 2026 | Option exercise | +2,386 | $133.20 | $317.82K | 21,806 |
| Jason Lippert President , CEO, Director | Mar 1, 2026 | Option exercise | +8,371 | $133.20 | $1.12M | 358,550 |
| Jason Lippert President , CEO, Director | Mar 1, 2026 | Tax withholding | −10,387 | – | – | 348,163 |
| Jason Lippert President , CEO, Director | Mar 1, 2026 | Option exercise | +7,548 | $133.20 | $1.01M | 342,521 |
| Jason Lippert President , CEO, Director | Mar 1, 2026 | Option exercise | +7,658 | $133.20 | $1.02M | 350,179 |
| Lillian Etzkorn EVP, CFO | Mar 1, 2026 | Tax withholding | −903 | – | – | 4,490 |
| Lillian Etzkorn EVP, CFO | Mar 1, 2026 | Option exercise | +1,624 | $133.20 | $216.32K | 5,393 |
| Lillian Etzkorn EVP, CFO | Mar 1, 2026 | Option exercise | +1,351 | $133.20 | $179.95K | 3,769 |
| Ryan Richard Smith Group President - N.A. | Mar 1, 2026 | Tax withholding | −5,194 | – | – | 16,620 |
| Ryan Richard Smith Group President - N.A. | Mar 1, 2026 | Option exercise | +3,931 | $133.20 | $523.61K | 14,023 |
| Ryan Richard Smith Group President - N.A. | Mar 1, 2026 | Option exercise | +3,722 | $133.20 | $495.77K | 17,745 |
| Ryan Richard Smith Group President - N.A. | Mar 1, 2026 | Option exercise | +4,069 | $133.20 | $541.99K | 21,814 |
| Kip A. Emenhiser VP of Finance | Mar 1, 2026 | Option exercise | +491 | $133.20 | $65.40K | 5,996 |
| Kip A. Emenhiser VP of Finance | Mar 1, 2026 | Option exercise | +668 | $133.20 | $88.98K | 6,664 |
| Kip A. Emenhiser VP of Finance | Mar 1, 2026 | Tax withholding | −571 | – | – | 6,886 |
| Kip A. Emenhiser VP of Finance | Mar 1, 2026 | Option exercise | +793 | $133.20 | $105.63K | 7,457 |
| Jason Lippert President , CEO, Director | Feb 24, 2026 | Sale | −10,000 | $142.76 | $1.43M | 334,973 |
| Jamie Schnur Group President - Aftermarket | Feb 23, 2026 | Sale | −10,000 | $144.66 | $1.45M | 19,420 |
| Jason Lippert President , CEO, Director | Feb 23, 2026 | Sale | −30,000 | $145.03 | $4.35M | 344,973 |
| Jamie Schnur Group President - Aftermarket | Feb 20, 2026 | Sale | −10,000 | $147.65 | $1.48M | 29,420 |
| Ryan Richard Smith Group President - N.A. | Feb 20, 2026 | Sale | −20,000 | $147.81 | $2.96M | 10,092 |
| Jason Lippert President , CEO, Director | Feb 20, 2026 | Sale | −10,000 | $148.01 | $1.48M | 374,973 |
| Andrew J. Namenye EVP, CLO, CHRO, & Corp Sec | Jul 31, 2025 | Tax withholding | −3,993 | – | – | 31,286 |
| Andrew J. Namenye EVP, CLO, CHRO, & Corp Sec | Jul 31, 2025 | Option exercise | +1,440 | $95.00 | $136.80K | 27,669 |
| Andrew J. Namenye EVP, CLO, CHRO, & Corp Sec | Jul 31, 2025 | Option exercise | +2,649 | $95.00 | $251.66K | 30,318 |
| Andrew J. Namenye EVP, CLO, CHRO, & Corp Sec | Jul 31, 2025 | Option exercise | +4,342 | $95.00 | $412.49K | 34,660 |
| Andrew J. Namenye EVP, CLO, CHRO, & Corp Sec | Jul 31, 2025 | Option exercise | +619 | $95.00 | $58.81K | 35,279 |
| Virginia Henkels Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 14,325 |
| Stephanie K. Mains Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 5,493 |
| Tracy D. Graham Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 15,666 |
| Linda Kristine Myers Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 3,506 |
| James Gero Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 319,486 |
| Kieran M. O'Sullivan Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 22,961 |
| David A. Reed Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 20,370 |
| John A. Sirpilla Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 8,533 |
| Brendan Deely Director | May 15, 2025 | Option exercise | +1,413 | $88.96 | $125.70K | 14,399 |
| Lillian Etzkorn EVP, CFO | Apr 17, 2025 | Tax withholding | −315 | – | – | 2,418 |
| Lillian Etzkorn EVP, CFO | Apr 17, 2025 | Option exercise | +1,081 | $77.39 | $83.66K | 2,733 |
| Kip A. Emenhiser VP of Finance | Mar 1, 2025 | Tax withholding | −457 | – | – | 5,505 |
| Kip A. Emenhiser VP of Finance | Mar 1, 2025 | Option exercise | +468 | $103.82 | $48.59K | 5,325 |
| Kip A. Emenhiser VP of Finance | Mar 1, 2025 | Option exercise | +454 | $103.82 | $47.13K | 4,857 |
| Kip A. Emenhiser VP of Finance | Mar 1, 2025 | Option exercise | +637 | $103.82 | $66.13K | 5,962 |
| Andrew J. Namenye EVP, Chief Legal Officer | Mar 1, 2025 | Option exercise | +1,403 | $103.82 | $145.66K | 26,118 |
| Andrew J. Namenye EVP, Chief Legal Officer | Mar 1, 2025 | Option exercise | +1,360 | $103.82 | $141.20K | 24,715 |
| Andrew J. Namenye EVP, Chief Legal Officer | Mar 1, 2025 | Option exercise | +1,290 | $103.82 | $133.93K | 27,408 |
| Andrew J. Namenye EVP, Chief Legal Officer | Mar 1, 2025 | Tax withholding | −1,179 | – | – | 26,229 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| James Gero Director | Mar 10, 2026 | 40,000 | $5.05M | Mar 10, 2026 | Inherited |
| Tracy D. Graham Director | Feb 24, 2026 | 2,600 | $371.83K | Feb 24, 2026 | equity compensation |
| Thurston, Springer, Miller, Herd & Titak, Inc. Officer | Feb 23, 2026 | 20,000 | $2.90M | Feb 20, 2026 | Compensation |
| Thurston, Springer, Miller, Herd & Titak, Inc. Officer | Feb 23, 2026 | 20,000 | $2.90M | Feb 20, 2026 | Compensation |
| Thurston, Springer, Miller, Herd & Titak, Inc. Officer | Feb 23, 2026 | 50,000 | $7.25M | Feb 20, 2026 | Compensation |
| Thurston, Springer, Miller, Herd & Titak, Inc. Officer | Dec 2, 2024 | 10,000 | $1.26M | Nov 25, 2024 | compensation |
| James Gero Director | Aug 15, 2024 | 100,000 | $13.65M | Aug 15, 2024 | Purchase |